|
251
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.66M
|
-$286K
|
-1,057
|
-5%
|
|
|
252
|
Adero Partners
Pleasanton,
California
|
$5.63M
|
–
|
–
|
–
|
|
|
253
|
Cascade Financial Partners
San Diego,
California
|
$5.62M
|
-$572K
|
-2,112
|
-9%
|
|
|
254
|
Atomi Financial Group
New York
|
$5.54M
|
-$718K
|
-2,652
|
-11%
|
|
|
255
|
Lion Street Advisors
Austin,
Texas
|
$5.54M
|
-$813K
|
-3,000
|
-12%
|
|
|
256
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$5.49M
|
–
|
–
|
–
|
|
|
257
|
Vontobel Holding
Zurich,
Switzerland
|
$5.46M
|
+$527K
|
+1,944
|
+10%
|
|
|
258
|
Clarius Group LLC
Seattle,
Washington
|
$5.2M
|
-$1.17M
|
-4,317
|
-18%
|
|
|
259
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$5.12M
|
-$225K
|
-831
|
-4%
|
|
|
260
|
Soundwatch Capital
Rowayton,
Connecticut
|
$5.1M
|
-$1.56M
|
-5,766
|
-23%
|
|
|
261
|
Black Diamond Financial
Towson,
Maryland
|
$5.09M
|
+$24.4K
|
+90
|
+0.5%
|
|
|
262
|
Patron Partners
Houston,
Texas
|
$5.04M
|
+$331K
|
+1,221
|
+7%
|
|
|
263
|
Lido Advisors
Los Angeles,
California
|
$5.03M
|
+$903K
|
+3,335
|
+21%
|
|
|
264
|
Gradient Capital Advisors
San Diego,
California
|
$4.99M
|
-$13.8K
|
-51
|
-0.3%
|
|
|
265
|
Oppenheimer & Co
New York
|
$4.99M
|
-$46.3K
|
-171
|
-0.9%
|
|
|
266
|
American Investment Services
Great Barrington,
Massachusetts
|
$4.95M
|
-$68.8K
|
-254
|
-1%
|
|
|
267
|
PDS Planning
Dublin,
Ohio
|
$4.88M
|
+$1.74M
|
+6,424
|
+51%
|
|
|
268
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$4.76M
|
–
|
–
|
–
|
|
|
269
|
Intrust Bank
Wichita,
Kansas
|
$4.7M
|
-$375K
|
-1,383
|
-7%
|
|
|
270
|
|
$4.67M
|
+$443K
|
+1,635
|
+10%
|
|
|
271
|
One Capital Management
Westlake Village,
California
|
$4.61M
|
+$1.08K
|
+4
|
+0%
|
|
|
272
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$4.57M
|
-$91K
|
-336
|
-2%
|
|
|
273
|
|
$4.55M
|
+$3.3M
|
+12,168
|
+220%
|
|
|
274
|
Riverview Trust Company
Vancouver,
Washington
|
$4.54M
|
–
|
–
|
–
|
|
|
275
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$4.53M
|
+$4.77M
|
+17,616
|
New
|
|
